See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVS Service code 27 1301 S. HARRISON ST · FORT WAYNE, IN 468023425 | Advisory (Plan) | $16,036 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,449 | $81,248-74.8% | $155,509-86.9% | $80,856-74.7% |
| Participation rate | 93.2% | 66.2%+26.9pp | 78.2%+15.0pp | 67.6%+25.5pp |
| Annual return | 6.44% | 33.31%-26.9pp | 64.67%-58.2pp | 35.59%-29.2pp |
| Employer contribution / active EE | $4,795 | $3,100+54.6% | $4,672+2.6% | $2,755+74.0% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $673 | $7,997-91.6% | $15,912-95.8% | $6,918-90.3% |